Investment Plan


Our Not-So-Secret Weapon: Planning

 
Although it’s no secret that a little planning goes a long way in life, it’s surprising how many people are trying to manage their wealth in a vacuum. It’s unsurprising that they’re having a tough go of it.

Before we commit to an ongoing wealth management relationship, we want to move beyond Discovery, to explore where your investment plan stands today. 

At your Investment Plan Meeting:  
  • We gather information from you, to build and present a combination of planning considerations, depending on your distinct circumstances.
  • We may point out strengths and areas of concern within your historical portfolio performance and protection, risk evaluation, and asset allocations; and help you consider an appropriate Investment Policy Statement to guide your investment activities.
  • We’ll also explore insurance, estate planning, business and similar concerns, so we can collaborate with your existing relationships or recommend new alliances as needed.

Especially if you’re not accustomed to comprehensive planning, it is our pleasure to walk you through these initial stages (at no cost), offering you greater confidence in your next move -- whether or not you become a Transitions Wealth Management client.

Next step: Mutual Commitment Meeting